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New Interactive Performance & Risk Reporting from BNY Mellon Improves Transparency for Institutional Investors

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BNY Mellon, the global leader in investment management and investment services, has introduced a number of enhancements to its Performance & Risk Analytics reporting that offer dynamic, new interactive capability enabling clients to customize, drill-down, and gain greater insight into their portfolio returns.

The company’s new Interactive Performance Report (IPR) makes these new features available to institutional clients through Workbench, BNY Mellon Asset Servicing’s information delivery portal. IPR allows users to view and customize a wide range of performance-related data by options including rate of return by account or asset class, and to drill-down on select data by asset classification such as by country, sector or industry. Performance and attribution results can now be viewed for daily, weekly and custom time periods.  A new ‘drill across’ feature allows clients to delve deeper into market values and cash flows used to derive investment returns.

“IPR takes a big step forward in customization and more granular performance detail, all of which enhances reporting transparency for plan managers and sponsors,” said John Gruber, managing director, global product strategy for BNY Mellon Asset Servicing’s Performance & Risk Analytics group. “We constantly fine-tune all of our analytical products to enable clients to see deeper into their portfolios and into the metrics that matter most in this fluid market environment.

“It’s all about delivering the level of insight and flexibility managers need to make informed investment decisions,” Gruber added.

BNY Mellon has announced several enhancements to its P&RA product line this year, often working with leading data and software providers. In April, BNY Mellon and the Burgiss Group introduced Private iQ, a new private capital benchmarking service, which followed its March launch of new functionality that allows institutions to access their public and private market investments in a single location via Workbench.

BNY Mellon Asset Servicing offers clients worldwide a broad spectrum of specialized asset servicing capabilities, including custody and fund services, securities lending, performance and analytics, and execution services.  BNY Mellon Asset Servicing provides services through BNY Mellon and other related companies.

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